Skip to content

VEA VANGUARD TAX-MANAGED FDS

Follow

SHS (fund)

Filings received so far for Q3 2026: 184 13F filers report a position in VEA shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Wedmont Private Capital5,824,638$407M9.73%+552,11613F-HRTimeline
Farther Finance Advisors, LLC4,071,099$287M2.03%+554,66413F-HRTimeline
EASTERN BANK2,575,255$182M2.76%+20,74413F-HRTimeline
Acropolis Investment Management, LLC2,212,542$156M6.28%-561,48113F-HRTimeline
Apella Capital, LLC1,607,247$113M1.43%-110,46713F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,482,965$105M2.76%-41,13013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…1,176,580$83.1M6.86%+86,57213F-HRTimelineGroup
Legacy Private Trust Co.1,148,916$81.1M4.48%+21,78213F-HRTimeline
KWMG, LLC1,057,699$74.7M5.38%+35,60513F-HRTimeline
Heartwood Wealth Advisors LLC862,689$60.9M4.81%-1,04513F-HRTimeline
Trust Co803,966$56.8M4.94%+7,62513F-HRTimeline
Whitcomb & Hess, Inc.798,473$56.4M12.08%+6,35313F-HRTimeline
Matrix Trust Co743,918$52.5M7.64%-45613F-HRTimeline
Attessa Capital LLC696,154$49.2M21.09%+35,77813F-HRTimeline
Galvin, Gaustad & Stein, LLC649,613$45.9M3.46%+3,50413F-HRTimeline
GP Brinson Investments LLC643,764$45.5M19.42%-134,01213F-HRTimeline
Conrad Siegel Investment Advisors, Inc.626,462$44.2M7.16%+11,55113F-HRTimeline
Valeo Financial Advisors, LLC598,587$42.3M0.89%+20,14513F-HRTimeline
Avidian Wealth Enterprises, LLC565,376$39.9M1.11%-9,91213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP516,490$36.5M2.57%+10,01713F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC486,271$34.3M9.26%-4,09713F-HRTimeline
SigFig Wealth Management, LLC474,485$33.5M0.84%-2,14713F-HRTimeline
PARK NATIONAL CORP /OH/399,440$28.2M0.77%+188,87213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC374,265$26.4M7.97%+56813F-HRTimeline
Aletheian Wealth Advisors LLC360,296$25.4M10.21%+14,43913F-HRTimeline
Echo45 Advisors LLC351,516$24.8M11.31%+1,16313F-HRTimeline
Coastline Trust Co337,792$23.9M2.22%+10,47413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vilga Financial Planning LLC334,906$23.6M14.11%+2,92513F-HRTimeline
Kearns & Associates LLC328,777$23.2M10.67%+8313F-HRTimeline
ATMOS ADVISORY, LLC321,626$22.7M12.09%+1,64913F-HRTimeline
Marathon Mission, Inc.313,945$22.2M11.18%+2,70013F-HRTimeline
CoreCap Advisors, LLC299,043$21.1M0.61%+2,96513F-HRTimeline
Green Ridge Wealth Planning LLC285,552$20.2M8.09%+13,62113F-HRTimeline
RIVERSEDGE ADVISORS, LLC268,475$19M2.35%-41813F-HRTimeline
Hiley Hunt Wealth Management256,008$18.1M7.02%+5,44413F-HRTimeline
CENTRAL BANK & TRUST CO247,003$17.4M2.49%-19913F-HRTimeline
Kaydan Wealth Management, Inc.227,604$16.1M5.52%-219,11613F-HRTimeline
Horizons Wealth Management214,408$15.1M9.57%13F-HRTimeline
Retirement Wealth Solutions LLC213,390$15.1M7.96%-1,03013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC205,477$14.5M0.17%+5,95913F-HRTimeline
Frisco Financial Planning LLC197,054$13.9M10.83%-4,66013F-HRTimeline
First Heartland Consultants, Inc.188,796$13.3M0.89%-6,01013F-HRTimeline
PFW Advisors LLC188,593$13.3M3.95%+15613F-HRTimeline
Grove Bank & Trust184,403$13M1.29%+2,69713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC156,500$11.1M2.24%-60513F-HRTimeline
Roth Financial Partners LLC152,923$10.8M3.23%-1,77913F-HRTimeline
Rosenberg Matthew Hamilton151,998$10.7M1.92%-1,82913F-HRTimeline
Emprise Bank137,704$9.72M3.72%-3,33513F-HRTimeline
OxenFree Capital LLC135,769$9.65M4.17%+6,44313F-HRTimeline
Midwest Financial Partners Investments,…134,015$9.46M3.64%+29,88313F-HRTimeline
Veery Capital, LLC126,007$8.9M2.37%+2,33913F-HRTimeline
STEPH & CO123,832$8.74M2.23%-1,70813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV123,415$8.72M0.97%+33913F-HRTimeline
Graves Light Lenhart Wealth, Inc.111,457$7.87M0.74%+32213F-HRTimeline
Strong Retirement Solutions LLC101,854$7.19M4.04%-17,20913F-HRTimeline
Bank of New Hampshire100,405$7.09M1.53%-1,88513F-HRTimeline
Adelphi Trust Co99,975$7.06M4.65%+3,94113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC94,881$6.7M0.43%+6,70013F-HRTimeline
FC Advisory LLC93,199$6.58M1.72%+2,52013F-HRTimeline
SAPIENT CAPITAL LLC91,722$6.48M0.09%+7,03313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.91,127$6.43M1.05%-17,73413F-HRTimeline
Trinity Financial Advisors LLC82,628$5.83M1.5%-4,38813F-HRTimeline
Peterson Wealth Advisors, LLC80,171$5.66M0.66%-2,87113F-HRTimeline
BOS Asset Management, LLC74,246$5.24M1.22%-74713F-HRTimeline
Venture Visionary Partners LLC73,491$5.19M0.14%+16,62713F-HRTimeline
Sincerus Advisory, LLC72,554$5.12M3.34%+2,42513F-HRTimeline
Pathway Financial Advisors LLC70,764$5M0.55%+21,91613F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.64,245$4.54M3.06%-1,53413F-HRTimeline
Bath Savings Trust Co62,220$4.39M0.45%+1,14313F-HRTimeline
Monument Capital Management60,678$4.28M0.89%-73913F-HRTimeline
ROCKLAND TRUST CO59,026$4.17M0.16%-93713F-HRTimeline
General Partner, Inc.55,579$3.92M2.1%013F-HRTimeline
Montecito Bank & Trust55,095$3.89M0.59%+83913F-HRTimeline
CogentBlue Wealth Advisors, LLC54,729$3.86M3.59%-3,05513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC54,717$3.86M1.09%+96213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC53,710$3.79M0.78%-1,02113F-HRTimeline
RTD Financial Advisors, Inc.51,222$3.62M0.4%-75813F-HRTimeline
Arbor Wealth Advisors LLC48,376$3.42M2.13%+1,74013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC47,834$3.38M0.38%+25213F-HRTimeline
Adirondack Capital Advisors, LLC42,957$3.03M1.57%+1,65813F-HRTimeline
Gridiron Partners, LLC40,444$2.86M1.43%+13,39613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …39,653$2.8M0.19%+18,06313F-HRTimeline
Sherry Group, Inc.39,032$2.75M2.58%+15513F-HRTimeline
DAVIDSON TRUST CO38,398$2.71M1.07%-13113F-HRTimeline
Exchange Bank36,624$2.59M1.6%+5,40113F-HRTimeline
GAMMA Investing LLC32,704$2.31M0.08%+55813F-HRTimeline
Everhart Financial Group, Inc.31,786$2.24M0.14%+58713F-HRTimeline
CX Institutional31,587$2.23M0.06%+30813F-HRTimeline
Bangor Savings Bank31,508$2.22M0.17%-8,57413F-HRTimeline
McNaughton Wealth Management, LLC31,100$2.2M0.77%+1,91813F-HRTimeline
Breakwater Capital Group29,878$2.11M0.25%-113F-HRTimeline
Sunburst Financial Group, LLC28,799$2.03M0.33%-8213F-HRTimeline
Seven Bridges Advisors LLC28,245$1.99M0.9%013F-HRTimeline
HALL LAURIE J TRUSTEE26,669$1.88M0.6%013F-HRTimeline
Capital Advisors Wealth Management, LLC24,221$1.71M0.19%+19413F-HRTimeline
Hardin Capital Partners, LLC23,955$1.69M0.83%+10113F-HRTimeline
Prosperity Planning, Inc.23,678$1.67M0.37%-10513F-HRTimeline
CHAPIN DAVIS, INC.22,346$1.58M0.3%+1,01113F-HRTimeline
Vann Equity Management LLC21,735$1.53M0.91%+4813F-HRTimeline
KFA Private Wealth Group, LLC21,109$1.49M0.35%+2,72413F-HRTimeline
MKD WEALTH COACHES, LLC20,609$1.46M1.2%+3,07013F-HRTimeline
Pioneer Wealth Management Group20,263$1.43M0.34%+26613F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.19,673$1.39M1%-42613F-HRTimeline
Central Pacific Bank - Trust Division18,705$1.32M0.14%-1713F-HRTimeline
Taylor & Morgan Wealth Management, LLC18,386$1.3M0.62%-6513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC17,884$1.26M0.3%+113F-HRTimeline
DKM Wealth Management, Inc.16,796$1.19M0.75%-17513F-HRTimeline
Paragon Capital Management Ltd16,326$1.15M0.21%+17013F-HRTimeline
Harpswell Capital Advisors, LLC15,193$1.07M0.7%-84113F-HRTimeline
Intelligence Driven Advisers, LLC14,951$1.06M0.18%-3913F-HRTimeline
Sound Income Strategies, LLC13,749$961K0.04%-38413F-HRTimeline
Canandaigua National Trust Co of Florida12,941$914K0.51%13F-HRTimeline
Weaver Consulting Group12,563$887K0.17%+9,05713F-HRTimeline
Capital Planning LLC11,962$845K0.22%013F-HRTimeline
Asempa Wealth Advisors11,731$824K0.64%+1513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP10,937$772K0.08%013F-HRTimeline
Plan A Wealth LLC10,862$767K0.27%-27213F-HRTimeline
TrueWealth Advisors, LLC10,847$766K0.17%+2113F-HRTimeline
Worth Asset Management, LLC10,556$745K0.22%-47913F-HRTimeline
MJT & Associates Financial Advisory Gro…10,508$742K0.48%013F-HRTimeline
Lincoln Capital LLC10,399$735K0.13%-913F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,550$674K0.01%+1,65813F-HRTimelineGroup
Atlas Brown,Inc.9,532$673K0.18%+41013F-HRTimeline
Stonebridge Financial Group, LLC8,633$610K0.04%+1,11713F-HRTimeline
Global Wealth Strategies & Associates8,500$600K0.11%+64013F-HRTimeline
Whalen Wealth Management Inc.8,247$582K0.25%+18213F-HRTimeline
LifeGoal Investments, LLC7,839$553K0.17%+913F-HRTimeline
DIVERSIFIED MANAGEMENT INC7,705$544K0.09%013F-HRTimeline
Iowa State Bank7,693$543K0.09%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC7,629$543K0.08%+18613F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV7,483$528K0.45%013F-HRTimeline
Castleview Partners, LLC7,288$515K0.23%new13F-HRTimeline
Stokes Capital Advisors, LLC6,376$450K0.1%+3,38213F-HRTimeline
GK Wealth Management LLC6,340$448K0.25%-5,88013F-HRTimeline
ALKEME WEALTH, LLC6,076$429K0.16%new13F-HRTimeline
Persium Advisors, LLC6,057$428K0.22%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,931$419K0.04%+13613F-HRTimeline
Lee, Kelleher & Klein Wealth Management5,878$415K0.21%+3613F-HRTimeline
Great Waters Wealth Management5,780$408K0.04%+1,14813F-HRTimeline
jvl associates llc5,740$405K0.12%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…5,737$405K0.06%-62113F-HRTimeline
Wealth Group Ltd5,545$394K0.07%-14013F-HRTimeline
Balefire, LLC5,580$394K0.06%-51113F-HRTimeline
Post Resch Tallon Group Inc.5,458$385K0.26%new13F-HRTimeline
American National Bank of Texas5,387$380K0.35%-20013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,322$376K0.03%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC5,306$375K0.24%+19213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,125$362K0.24%+12513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,648$328K0.07%+513F-HRTimeline
Veracity Capital LLC4,496$317K0.09%013F-HRTimeline
STABLEFORD CAPITAL II LLC4,366$308K0.11%+84413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,253$300K0.08%-3,63413F-HRTimeline
Eastover Investment Advisors LLC4,003$283K0.11%013F-HRTimeline
Bill Few Associates, Inc.3,860$273K0.06%013F-HRTimeline
Pacifica Partners Inc.3,806$267K0.08%013F-HRTimeline
Legacy Wealth Asset Management, LLC3,689$260K0.06%-13013F-HRTimeline
Noble Wealth Management PBC3,619$256K0.12%-44813F-HRTimeline
Boston Standard Wealth Management, LLC3,606$255K0.04%+713F-HRTimeline
Insight Wealth Strategies, LLC3,499$247K0.02%-1,79913F-HRTimeline
Mirador Capital Partners LP3,091$218K0.03%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,040$215K0.02%013F-HRTimelineGroup
Marotta Asset Management3,031$214K0.04%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,951$210K0.06%013F-HRTimeline
Investors Research Corp2,847$201K0.04%-60813F-HRTimeline
Leverty Financial Group, LLC2,845$201K0.04%-813F-HRTimeline
Bullock Wealth Management Group2,635$185K0.08%+94513F-HRTimeline
Versant Capital Management, Inc2,607$184K0.02%+113F-HRTimeline
Go Invest LLC2,458$174K0.04%-52213F-HRTimeline
Olistico Wealth, LLC1,708$121K0.05%013F-HRTimeline
GoalVest Advisory LLC1,563$110K0.02%013F-HRTimeline
Dakota Community Bank & Trust NA1,161$82K0.24%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,000$70.6K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC982$69.3K<0.01%+35813F-HRTimeline
ATWOOD & PALMER INC971$68.6K<0.01%013F-HRTimeline
Planning Strategies Inc.934$66K0.04%+7013F-HRTimeline
Roxbury Financial LLC866$61.2K0.05%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.717$50.6K0.01%-2513F-HRTimeline
Marquette Asset Management, LLC693$48.9K0.01%013F-HRTimeline
Hickory Point Bank & Trust675$47.7K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA521$36.8K0.01%013F-HRTimeline
Miller Global Investments, LLC265$18.7K0.02%013F-HRTimeline
Polaris Financial Partners166$12K0.01%13F-HRTimeline
Byrne Asset Management LLC100$7.02K<0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.48$3.39K<0.01%013F-HRTimeline